Purchases and Sales Made in Q1 2024 in Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
972K+ 226.09% |
$55.4M - $277M
|
1.4M
$94.7M
|
|
|
May 14, 2024
Q1 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
959K+ 311.04% |
$54.6M - $273M
|
1.27M
$85.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
944K+ 391.5% |
$53.8M - $269M
|
1.19M
$80.1M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
943K+ 373.96% |
$53.7M - $269M
|
1.19M
$80.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
942K+ 402.43% |
$53.7M - $268M
|
1.18M
$79.4M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
933K+ 459.04% |
$53.1M - $266M
|
1.14M
$76.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
931K+ 422.58% |
$53.1M - $265M
|
1.15M
$77.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
929K+ 398.72% |
$52.9M - $265M
|
1.16M
$78.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
923K+ 531.75% |
$52.6M - $263M
|
1.1M
$74.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
916K+ 383.41% |
$52.2M - $261M
|
1.15M
$78M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
912K+ 408.96% |
$52M - $260M
|
1.13M
$76.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
883K+ 390.9% |
$50.3M - $252M
|
1.11M
$74.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
870K+ 413.58% |
$49.6M - $248M
|
1.08M
$73M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
867K+ 428.1% |
$49.4M - $247M
|
1.07M
$72.3M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
860K+ 394.43% |
$49M - $245M
|
1.08M
$72.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
858K+ 426.05% |
$48.9M - $245M
|
1.06M
$71.6M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
851K+ 442.61% |
$48.5M - $242M
|
1.04M
$70.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
837K+ 353.26% |
$47.7M - $239M
|
1.07M
$72.5M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
835K+ 400.0% |
$47.6M - $238M
|
1.04M
$70.5M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
812K+ 603.01% |
$46.2M - $231M
|
946K
$63.9M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
807K+ 404.15% |
$46M - $230M
|
1.01M
$68M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
803KNew |
$45.8M - $229M
|
803K
$54.3M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
801K+ 379.58% |
$45.7M - $228M
|
1.01M
$68.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
794K+ 450.9% |
$45.3M - $226M
|
971K
$65.6M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
794K+ 410.88% |
$45.3M - $226M
|
988K
$66.7M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
792K+ 437.99% |
$45.1M - $226M
|
972K
$65.7M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
790K+ 406.26% |
$45M - $225M
|
984K
$66.5M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
789K+ 412.79% |
$44.9M - $225M
|
980K
$66.2M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
782K+ 387.01% |
$44.5M - $223M
|
984K
$66.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
779K+ 386.68% |
$44.4M - $222M
|
981K
$66.3M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
777K+ 398.72% |
$44.3M - $222M
|
972K
$65.7M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
752K+ 452.0% |
$42.9M - $214M
|
918K
$62M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
750K+ 405.25% |
$42.8M - $214M
|
936K
$63.2M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
747K+ 394.76% |
$42.5M - $213M
|
936K
$63.2M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
745KNew |
$42.5M - $212M
|
745K
$50.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
728K+ 400.45% |
$41.5M - $207M
|
910K
$61.4M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
728K+ 391.58% |
$41.5M - $207M
|
913K
$61.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
727K+ 405.52% |
$41.4M - $207M
|
907K
$61.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
723K+ 407.56% |
$41.2M - $206M
|
901K
$60.8M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
689K+ 390.82% |
$39.3M - $196M
|
866K
$58.5M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
678K+ 812.35% |
$38.6M - $193M
|
761K
$51.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
675K+ 336.9% |
$38.4M - $192M
|
875K
$59.1M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
671K+ 407.8% |
$38.2M - $191M
|
836K
$56.5M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
670K+ 461.97% |
$38.2M - $191M
|
815K
$55.1M
|
|
|
May 14, 2024
Q1 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
665K+ 437.27% |
$37.9M - $189M
|
817K
$55.2M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
664K+ 678.75% |
$37.8M - $189M
|
761K
$51.4M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
656K+ 461.79% |
$37.4M - $187M
|
798K
$53.9M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
654K+ 387.36% |
$37.3M - $186M
|
823K
$55.6M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
653K+ 408.52% |
$37.2M - $186M
|
813K
$54.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
651K+ 415.77% |
$37.1M - $185M
|
807K
$54.5M
|